Job summary
Thank you for your interest in becoming a Financial Income and Planning Manager at Sherwood Forest Hospitals NHS Foundation Trust.
We are an intensely values-driven organisation with a clear focus on delivering our five strategic objectives to help us achieve our vision: healthier communities and outstanding care for all, so everyone has easy access to safe and effective care, enabling more people to remain well and independent throughout their lives.
We are looking for someone who can demonstrate commitment to improvement. An enthusiastic, positive attitude and approach to work is essential, as is a determination to drive value for patients and taxpayers. Our team focus is to provide robust systems and business intelligence to support stakeholders in making informed business decisions to improve patient care through innovation.
The role will oversee operational leadership of the Income and Planning elements of the Financial Business Intelligence team, ensuring that as a finance function we are fully sighted on the in year and medium-term plans of the trust. Providing a link in with the operational activity and workforce planning leads ensuring that we have a triangulated approach to planning.
Main duties of the job
- Liaising with relevant organisational managers across the Trust to develop, produce and analyse high quality Finance and Activity data that can be used to develop and transform clinical services, while also providing high quality analysis to the wider Finance Team to aid planning, budget management and business case completion.
- Liaise with the ICS to support, understand and develop the use our Finance systems (e.g. SLAM) benchmarking, both within the trust and the Nottingham and Nottinghamshire Integrated Care System.
- To be proactive in identifying potential cost and service improvements using the suite of information available to the team.
- To plan and prioritise a wide-ranging annual work plan, liaising with a variety of colleagues, including clinicians.
- Develop and deliver an operational work plan for the team to ensure the medium team direction of the team is understood and progressed.
- To manage the regular production of activity information and to provide expert advice, support and resolutions for any related queries.
About us
Thank you for your interest in this role.
Sherwood is nationally recognised as being an excellent place to work and deliver care. We are rightly proud of the 5,500 colleagues who work here and we are the Health Service Journal's Trust of the Year in 2020.
The Care Quality Commission rated King's Mill Hospital Outstanding and Newark, and Mansfield Community Hospitals Good. Overall we are rated Outstanding for care.
For the last three years, we have been ranked as the best NHS Trust to work for in the Midlands and in 2020 we were the third best Acute/Community NHS Trust in England.
Happy colleagues deliver better care. Our teams work in a supportive, inclusive environment, which nurtures wellbeing and has opportunities for development and progression. We do not just care for our patients, wealso care for you.
We would love you to join us.
Job description
Job responsibilities
The post-holder is responsible for:
- Overseeing operational leadership of the Income and Planning elements of the Financial Business Intelligence team.
- Responsible for ensuring both the Income system (SLAM) and the Medium Term Plan of the trust are maintained in a timely manner.
- Maintenance of a contracts register, so the Trust is aware of upcoming renewals/tenders and the process that needs to occur to support this.
- Liaising with relevant organisational managers across the Trust to develop, produce and analyse the Trust Medium Term Financial Plan, and also input into the Medium Term Activity and Workforce Plan, ensuring triangulation.
- Ensuring high quality analysis to the wider Finance Team to aid planning, budget management and business case completion.
- Leading on the development of Financial Business Intelligence Reports/Dashboards to be shared with the wider trust to help inform decisions on improvement patient care and ensuring financial sustainability.
- Liaising with the ICS to support, understand and develop the use our Finance systems (e.g. SLAM) benchmarking, both within the trust and the Nottingham and Nottinghamshire Integrated Care System.
- Ensuring expert financial leadership regarding all aspects of the Trusts clinical activity, income and contracting processes is provided by the team, through ensuring the wider team are adequately trained and supported to do this.
- Supporting the Trust in developing and complying with its clinical contracts and to support contractual performance delivery from service line through to Board in line with our performance framework.
- Acting as lead point of contact for some of the main Acute Contracts that the trust hold with associated Commissioning Organisations.
- Ensuring that the submission timetables and deadlines of the external planning and monitoring information to NHSE and the ICS, are met and that reporting needs are reviewed on an ongoing basis.
- Ensuring that Internal Reporting of committee papers on a monthly basis showing and explaining the financial position of the trust is completed in a accurate and timely manner.
- Interpreting and updating the wider trust on any national and local planning and reporting updates, and ensure the trust is prepared to deal with any reporting requirements.
Support the wider function of the Financial Business Intelligence Team as required.
The post-holder is required to deputise for the Head of Financial Business Intelligence as required, across the range of professional responsibilities, including attendance at meetings.
Job description
Job responsibilities
The post-holder is responsible for:
- Overseeing operational leadership of the Income and Planning elements of the Financial Business Intelligence team.
- Responsible for ensuring both the Income system (SLAM) and the Medium Term Plan of the trust are maintained in a timely manner.
- Maintenance of a contracts register, so the Trust is aware of upcoming renewals/tenders and the process that needs to occur to support this.
- Liaising with relevant organisational managers across the Trust to develop, produce and analyse the Trust Medium Term Financial Plan, and also input into the Medium Term Activity and Workforce Plan, ensuring triangulation.
- Ensuring high quality analysis to the wider Finance Team to aid planning, budget management and business case completion.
- Leading on the development of Financial Business Intelligence Reports/Dashboards to be shared with the wider trust to help inform decisions on improvement patient care and ensuring financial sustainability.
- Liaising with the ICS to support, understand and develop the use our Finance systems (e.g. SLAM) benchmarking, both within the trust and the Nottingham and Nottinghamshire Integrated Care System.
- Ensuring expert financial leadership regarding all aspects of the Trusts clinical activity, income and contracting processes is provided by the team, through ensuring the wider team are adequately trained and supported to do this.
- Supporting the Trust in developing and complying with its clinical contracts and to support contractual performance delivery from service line through to Board in line with our performance framework.
- Acting as lead point of contact for some of the main Acute Contracts that the trust hold with associated Commissioning Organisations.
- Ensuring that the submission timetables and deadlines of the external planning and monitoring information to NHSE and the ICS, are met and that reporting needs are reviewed on an ongoing basis.
- Ensuring that Internal Reporting of committee papers on a monthly basis showing and explaining the financial position of the trust is completed in a accurate and timely manner.
- Interpreting and updating the wider trust on any national and local planning and reporting updates, and ensure the trust is prepared to deal with any reporting requirements.
Support the wider function of the Financial Business Intelligence Team as required.
The post-holder is required to deputise for the Head of Financial Business Intelligence as required, across the range of professional responsibilities, including attendance at meetings.
Person Specification
Personal Values
Essential
- Must be able to demonstrate behaviours consistent with the Trust's values.
- Commitment to CPD & team development
Communication and Relationships
Essential
- Ability to build productive working relationships with a wide range of colleagues at all levels within and outside the Trust.
- Possess good verbal & written communication skills and the ability to convey complex information to non-Finance managers.
- Be able to demonstrate a commitment to quality and customer focused service.
- Demonstrate tact, diplomacy, confidentiality when dealing with sensitive information.
Knowledge Requirements
Essential
- Knowledge of current issues in the NHS and the changing nature of Healthcare provision.
- Understanding of the corporate and statutory duties of NHS trusts.
- Comprehensive understanding of NHS Finance policies and procedures.
- High level knowledge of IT packages, including Word, Excel and computerised Finance Systems including financial ledger, activity and costing systems.
- Good knowledge and understanding of databases and reporting packages (e.g. SQL, Power BI, Access)
Desirable
- Experienced in the advanced use of databases and report writing software.
Qualifications- Academic/ Craft/ Professional
Essential
- Fully qualified Accountant - CCAB or equivalent (NVQ Level 6) with substantial experience of working in a finance environment
Desirable
- Master level qualification of equivalent experience
Further Training
Essential
- Proven track record of continuous professional and management development.
Experience
Essential
- Relevant experience of working in the NHS (or similar environment), acquiring specialist knowledge relating to a financial, informatics or systems environment.
- Experience in the financial business cycle.
- Able to demonstrate experience of working in a customer focused manner (internal & external)
Desirable
- Advanced user of Excel
- Able to demonstrate using report writing software for development of and review of services.
- Understanding of the management, leadership, and professional development of staff.
Analytical and Judgemental Skills
Essential
- Ability to make judgements involving highly complex facts or situations, which require the analysis, interpretation, and comparison of a range of options.
- Ability to follow a process where it is required or mandated.
- Makes judgements on financial decisions and financial risk where there is no precedent and where other leading opinions may conflict.
Planning and Organisational Skills
Essential
- Possess excellent organisational skills, with the ability to manage and prioritise conflicting demands.
- High concentration levels when working with complex data.
- Ability to plan and organise key data intensive work (e.g. Activity & Financial Planning).
- Experience in the development and maintenance of Finance Systems.
Contractual Requirements
Essential
- Ability to work the hours required, to ensure satisfactory performance of duties.
Person Specification
Personal Values
Essential
- Must be able to demonstrate behaviours consistent with the Trust's values.
- Commitment to CPD & team development
Communication and Relationships
Essential
- Ability to build productive working relationships with a wide range of colleagues at all levels within and outside the Trust.
- Possess good verbal & written communication skills and the ability to convey complex information to non-Finance managers.
- Be able to demonstrate a commitment to quality and customer focused service.
- Demonstrate tact, diplomacy, confidentiality when dealing with sensitive information.
Knowledge Requirements
Essential
- Knowledge of current issues in the NHS and the changing nature of Healthcare provision.
- Understanding of the corporate and statutory duties of NHS trusts.
- Comprehensive understanding of NHS Finance policies and procedures.
- High level knowledge of IT packages, including Word, Excel and computerised Finance Systems including financial ledger, activity and costing systems.
- Good knowledge and understanding of databases and reporting packages (e.g. SQL, Power BI, Access)
Desirable
- Experienced in the advanced use of databases and report writing software.
Qualifications- Academic/ Craft/ Professional
Essential
- Fully qualified Accountant - CCAB or equivalent (NVQ Level 6) with substantial experience of working in a finance environment
Desirable
- Master level qualification of equivalent experience
Further Training
Essential
- Proven track record of continuous professional and management development.
Experience
Essential
- Relevant experience of working in the NHS (or similar environment), acquiring specialist knowledge relating to a financial, informatics or systems environment.
- Experience in the financial business cycle.
- Able to demonstrate experience of working in a customer focused manner (internal & external)
Desirable
- Advanced user of Excel
- Able to demonstrate using report writing software for development of and review of services.
- Understanding of the management, leadership, and professional development of staff.
Analytical and Judgemental Skills
Essential
- Ability to make judgements involving highly complex facts or situations, which require the analysis, interpretation, and comparison of a range of options.
- Ability to follow a process where it is required or mandated.
- Makes judgements on financial decisions and financial risk where there is no precedent and where other leading opinions may conflict.
Planning and Organisational Skills
Essential
- Possess excellent organisational skills, with the ability to manage and prioritise conflicting demands.
- High concentration levels when working with complex data.
- Ability to plan and organise key data intensive work (e.g. Activity & Financial Planning).
- Experience in the development and maintenance of Finance Systems.
Contractual Requirements
Essential
- Ability to work the hours required, to ensure satisfactory performance of duties.
Disclosure and Barring Service Check
This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.
UK Registration
Applicants must have current UK professional registration. For further information please see
NHS Careers website (opens in a new window).
Additional information
Disclosure and Barring Service Check
This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.
UK Registration
Applicants must have current UK professional registration. For further information please see
NHS Careers website (opens in a new window).
